There are a number of fundamentals suggesting the time is nearing to start buying miners.
This includes the large diversified miners like Anglo American, BHP Billiton and Glencore Xstrata.
So what's changed? Why are these companies now looking like good investments?
Read on to find out…
The mining sector has went from excess supply to famine
The mining sector as a whole is very cyc... ››› more
Gold, platinum and palladium continue to edge higher. A weaker dollar is helping to boost prices.
Geopolitical tensions are helping push gold up. And supply concerns over platinum and palladium continue to drive prices higher.
Let's take a closer look at what's going on…
The prices of precious metals continue to rise
Precious metals look likely to complete a “sixth consecutive week... ››› more
Over the last few weeks, tensions have been mounting in Iraq. An outright civil war is underway. The insurgence led to the oil price hitting highs not seen for nearly ten months. So is there any way to play this surge in the oil price? Let's take a closer look…
The oil price responded higher on developments in Iraq
Since events in Iraq started to snowball so has the oil price. With Iraq as o... ››› more
At the Federal Reserve Bank in New York, the fifth subfloor hosts the largest gold vault in the world.
The vault is 25 metres below the street, and is made of steel and concrete. Protecting its entrance is a 90 ton steel cylinder. There are very few with security clearance that can enter.
But is there something afoot at the world's largest gold vault? Are the contents not exactly what ever... ››› more
The way things are shaping up, uranium is poised to jump in value over the coming five years. It all comes down to the production costs associated with uranium. Commodities go through booms and busts all the time. When prices are low, more people start to use the commodity. This causes a boom to begin and increases supply. This leads to a price rise, which eventually results in a bust. And it look... ››› more
For the first time in nine months, yesterday the price of Brent crude oil hit over $115 intraday. The oil price is responding to escalating tensions in Iraq as insurgents continue to battle for ground. The latest targets are oil fields around Baghdad. Let's take a closer look at what's going on and what this means for the oil price longer-term…
Risks to oil production are pushing the oil pric... ››› more
The South African government's plans to take a 20% stake in all new energy projects is under fire. The ANC want to push a change to the current law through before the next general election. But industry experts warn the move could mean SA misses out on opportunities as companies will simply take their business elsewhere. Let's take a closer look at the proposal…
What the amendment to the bill ... ››› more
In most countries, there's a very high reliance on petrol and diesel. Oil is powering cars, vans, trucks, ships and trains. As this continues, there's another energy source that could become widespread in its use. And that natural gas. It's cheaper, cleaner and quieter than crude oil products. So what does it mean if there's a shift to natural gas? And is there a potential for you to profit from t... ››› more
Just before noon, for the first time in its history, the Johannesburg Stock Exchange's All Share Index traded above 50,000. For the moment, investors are still pushing the market higher. Let's take a closer look at what led to the All Share hitting 50,000…
The All Share Index sailed through 50,000 before retreating
The JSE’s “benchmark stocks index rose above 50,000 for the first time... ››› more
If you want to invest in a resources stock there are a few things you should check out before you jump in. Investing in a resources stock is different to investing in a physical resources themselves. And because of this, they can perform differently. Let's take a closer look at what you should weigh up…
Resources stocks can be risky
Mining and resources stocks can be risky. They’re in... ››› more
If you're looking for exposure to commodities in your portfolio, you can use exchange traded funds (ETFs). You can either invest in an index-based ETF or you can opt for a commodity-backed ETF. So what's the difference? And how can you invest in them? Let's take a closer look…
Commodities ETFs option one
Your first option in commodities ETFs is to buy an index-based ETF that invests in diffe... ››› more
Yesterday, the Johannesburg Stock Exchange ended firmly in the red. The commodity-heavy bourse suffered as the dollar rallied after release of inflation data in the US. This led gold and the other major metal prices to fall heavily. Let's take a closer look at what happened on the JSE yesterday…
A proven path to a lifetime of wealth
Mo... ››› more
Over the weekend, mounting tensions between Russia and Ukraine continued to dominate the news. By the time the markets opened yesterday morning, the yellow metal was itching to start climbing. As investors get worried over what's going to happen in Ukraine, they're turning to the safe haven status of gold. But gold isn't the only metal rising as a result of what's happening in Ukraine. Let's take ... ››› more
It's emerged that resource giant Glencore Xstrata sold its copper mine in Peru to a Chinese consortium for nearly $6 billion. The agreed price is at the high end of what analysts expected. The move by the Chinese companies demonstrates China's insatiable appetite for the world's resources. Let's take a closer look at the deal…
Master my s... ››› more
The price of silver has been ebbing since March last year. It's currently trading below $20. But silver is getting ready to rally. There are several forces at play that look set to drive the price higher. Silver looks set to trade at more than double its current price within two years. Let's take a closer look at the reasons why…
The four basic drivers of the silver price
These are the main... ››› more
Today, the JSE booked another record close after hitting record highs yesterday. Good performances from mining shares helped push the local bourse higher. Fuelling mining shares higher were higher commodity prices. Let's take a closer look at what happened on the JSE today…
Mining shares performed well
The JSE entered the record books for the “second day in a row,” says Fin24. Shares in... ››› more
The Johannesburg Stock Exchange closed higher today with good news fuelling shares. The local market took positive cues from the chairwoman of the US Federal Reserve's positive indications last night. And better manufacturing data out of China added more confidence. Let's take a closer look at the day on the JSE…
Chinese manufacturing data comes out positive
China’s data for manufacturing... ››› more
Governments are huge hoarders of gold and they continue to stock up. But where is all the gold coming from to satisfy this appetite? Demand for gold is strengthening. And after 2013 being awful for the yellow metal, its fortunes are changing this year. The gold price is up 10% so far this year. And with demand steadily growing and no abundant supplies, the price is going to rise…
Governments h... ››› more
Yesterday, the JSE took a knock as concerns over economic growth in China continue. The JSE wasn't the only market to slide under the pressure. International markets were all under strain. Why are investors so concerned? Let's take a closer look at what's going on…
It was a bad day on stock markets across the world
The JSE’s Top 40 Index tumbled “just over 1%”yesterday, reports Fin24.... ››› more
After much criticism by industry giants, yesterday the government passed through changes to law affecting minerals and resources in South Africa. Amongst other things, the law will see the government get a 20% slice of any new energy projects. Let's take a closer look at the changes…
The ANC push through amended mineral and resources law
The ANC has “used its parliamentary majority to pus... ››› more
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